Commercial property as a pension investment in either a SIPP or SSAS

Group CEO Will Self looks at some of the key considerations for clients interested in holding commercial property as a pension investment in either a SIPP or SSAS. Will outlines some of the tax advantages of holding commercial property in a pension, what counts as commercial property and how the pension purchases the property. Read … Continued

The Staveley pensions case CPD

Top up your CPD with Jessica List’s in-depth Staveley inheritance tax case overview in FT Adviser. Read the full article to enable you to describe some of the challenges around the Staveley case, describe HMRC’s attitude to the case and be able to identify why there was controversy around the case. Complete the multiple choice … Continued

Curtis Banks announces 2020 interim results

Curtis Banks is pleased to announce its 2020 interim financial results this morning. Read coverage from Money Marketing regarding the results. You can also read our Interim Report and Financials Statements 2020 and view our Interim Results Presentation 2020 for further details.

Staveley case: summary and outcomes

On 19 August the Supreme Court published its final judgment in a high profile case examining whether an inheritance tax (IHT) liability had been created by a person transferring to a new provider whilst knowingly in ill-health. Background Mrs Staveley had a section 32 pension policy from a divorce. Under the pre A-Day pension rules, … Continued

Curtis Banks rolls out on-demand CPD service

Head of Sales Jon Haslam comments on our adviser focussed CPD On Demand hub designed for advisers to continue their learning and development on pensions topics at a time that suits them. Read more in International Adviser.

Divorce, pension sharing and the LTA

Pension Technical Manager Jessica List discusses the pension considerations around divorce, pension sharing and the lifetime allowance. Read the full article in Retirement Planner.

Simpler to apply, easier to use

We know the past few months have challenged your ways of working as we have all adapted to find a ‘new normal’ for conducting business. We’ve listened to your feedback and are delivering improvements. We have delivered a number of adviser-focussed improvements to the Your Future SIPP online application form. These will make our application … Continued

Acquisitions of Talbot and Muir and Dunstan Thomas

Curtis Banks has reached agreement to acquire the SIPP and SSAS operator Talbot and Muir, and financial technology provider Dunstan Thomas, subject to completion. Read our press release for more details of the latest chapter in our growth story.

Plan for the unforeseen

Pension Technical Manager Jessica List highlights some of the features of Your Future SIPP that clients might find beneficial in the current climate in the Retirement Showcase section of the July edition of Investment Life & Pensions magazine. Read the full article on pages 22-23.

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